Financial Services Training Specialist
hace 2 días
About Plata Card
We are a high-tech financial platform revolutionizing how people interact with money through an easy-to-use, personalized, and trustworthy ecosystem.
Our mission is to bring inclusive access to premium financial products and best-in-class customer support to every Mexican.
Our company was founded by executives who built some of the most innovative digital banking businesses in the world.
Job Title: Financial Services Training Specialist
We are looking for our next team member:
Key Responsibilities:
- Design and implement advanced training programs for semi-senior supervisors and leaders, focusing on leadership skills, team management, and performance improvement.
- Coordinate face-to-face or virtual trainings, making use of training plans.
- Assist customer service agents in a personalized way to improve their effectiveness as employees.
- Provide product information for the design team to create educational content.
- Ensure completion of mandatory training is delivered across all relevant team members.
- Work closely with HR and OPS department to deploy onboarding system for all newcomers.
- Create and execute game plans for areas of opportunity detected by QA in operations and in the training needs analysis performed.
Requirements:
- 4 years of experience in training and customer service skills development, with preference in the financial sector.
- Experience in online training (nice to have).
- Strong ability to teach, mentor, and develop a team of customer service agents.
- Studies in psychology, social sciences, organizational development, human resources, or pedagogy.
- Technical knowledge to work with training software and creation of materials; use of group management methodologies.
- Ability to provide immediate solutions to new training or content updates.
- Strong understanding of the training process and accompaniment of the customer service team throughout their work cycle.
- Excellent written and verbal communication skills in Spanish and English, with the ability to communicate and present information clearly and effectively.
- Strong organizational skills, attention to detail, and ability to prioritize and meet multiple deadlines and work demands;
- Ownership;
- Entrepreneurial spirit.
Nice to Have:
- Certified trainer or certified coach or any similar credentials.
- Previous experience in face-to-face sales or customer service.
- English Advance/Bilingual (essential requirement).
Salary: $60,000 - $80,000 per year
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